RIA Intel›Advisers›Texas›NEW HEIGHTS PLANNING, LLC

NEW HEIGHTS PLANNING, LLC

Advisory

HOUSTON, TX

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in TX

#1,573

of 2,813 advisers by AUM

Average account

$285K

across 256 accounts

AUM per adviser

$73M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$73M

Discretionary AUM$73M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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